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Lawood & Co

Latest statistics and disclosures from Lawood & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are JQUA, GLW, VOO, MSFT, JNJ, and represent 23.56% of Lawood & Co's stock portfolio.
Added to shares of these 10 stocks: VOO, LMT, ACN, VZ, UPS, ITOT, MCD, KO, HON, VO.
Started 2 new stock positions in ACN, LMT.
Reduced shares in these 10 stocks: GVI, GLW, TBUX, ABT, JQUA, XOM, CAT, SCHX, , IBM.
Sold out of its positions in ABT, COR, GVI, SCHX, UNH.
Lawood & Co was a net buyer of stock by $48k.
Lawood & Co has $108M in assets under management (AUM), dropping by 2.08%.
Central Index Key (CIK): 0002109484

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Portfolio Holdings for Lawood & Co

Lawood & Co holds 90 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Jpmorgan Exchange Traded Fund (JQUA)	6.9	$7.4M	-3%	121k	61.32	View chart
Corning Common Stock (GLW)	5.5	$5.9M	-10%	44k	135.97	View chart
Vanguard Exchange Traded Fund (VOO)	4.0	$4.3M	+246%	7.3k	597.55	View chart
Microsoft Corp Common Stock (MSFT)	3.7	$4.0M		11k	370.17	View chart
Johnson & Johnson Common Stock (JNJ)	3.5	$3.7M	-3%	15k	244.44	View chart
Cisco Sys Common Stock (CSCO)	3.3	$3.6M		46k	77.59	View chart
Caterpillar Common Stock (CAT)	3.2	$3.5M	-6%	4.9k	708.46	View chart
Alphabet Common Stock (GOOGL)	3.2	$3.5M		12k	287.56	View chart
Chevron Corp Common Stock (CVX)	2.8	$3.0M		15k	206.90	View chart
T Rowe Price Etf Exchange Traded Fund (TBUX)	2.8	$3.0M	-14%	61k	49.75	View chart
Merck & Co Common Stock (MRK)	2.6	$2.8M	-4%	23k	120.29	View chart
Nvidia Corporation Common Stock (NVDA)	2.5	$2.7M		16k	174.40	View chart
Abbvie Common Stock (ABBV)	2.4	$2.6M	-5%	12k	217.49	View chart
Nextera Energy Common Stock (NEE)	2.3	$2.4M	-2%	26k	92.88	View chart
Qualcomm Common Stock (QCOM)	1.8	$1.9M		15k	128.78	View chart
Verizon Communications Common Stock (VZ)	1.8	$1.9M	+9%	39k	50.20	View chart
Ppl Corp Common Stock (PPL)	1.7	$1.9M		49k	38.20	View chart
Coca Cola Common Stock (KO)	1.7	$1.9M	+7%	25k	76.05	View chart
Apple Common Stock (AAPL)	1.6	$1.8M	-4%	7.0k	253.79	View chart
M & T Bk Corp Common Stock (MTB)	1.6	$1.7M	-2%	8.4k	206.72	View chart
Home Depot Common Stock (HD)	1.5	$1.7M		5.1k	328.89	View chart
Ishares Tr Exchange Traded Fund (IVV)	1.5	$1.6M		2.4k	653.21	View chart
International Business Machs Common Stock (IBM)	1.5	$1.6M	-11%	6.5k	242.39	View chart
Broadcom Common Stock (AVGO)	1.3	$1.4M	+4%	4.7k	309.51	View chart
American Elec Pwr Common Stock (AEP)	1.2	$1.3M		10k	131.08	View chart
Northwest Bancshares Inc Md Common Stock (NWBI)	1.2	$1.3M	-12%	103k	12.69	View chart
Morgan Stanley Common Stock (MS)	1.2	$1.3M		7.9k	164.57	View chart
Amazon Common Stock (AMZN)	1.2	$1.3M	+3%	6.1k	208.27	View chart
Metlife Common Stock (MET)	1.2	$1.2M		18k	70.72	View chart
Procter And Gamble Common Stock (PG)	1.0	$1.1M	-5%	7.8k	144.44	View chart
Vanguard Index Fds Exchange Traded Fund (VTI)	1.0	$1.1M		3.5k	320.81	View chart
Truist Finl Corp Common Stock (TFC)	1.0	$1.1M		24k	45.97	View chart
State Street Spdr S&p 500 Etf Tr Exchange Traded Fund (SPY)	1.0	$1.0M		1.6k	650.34	View chart
United Parcel Service Common Stock (UPS)	1.0	$1.0M	+17%	10k	98.38	View chart
Palo Alto Networks Common Stock (PANW)	0.9	$974k		6.1k	160.32	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.9	$939k	-6%	3.2k	294.16	View chart
Schwab Strategic Tr Exchange Traded Fund (SCHB)	0.8	$841k		34k	25.10	View chart
Exxon Mobil Corp Common Stock (XOM)	0.8	$832k	-22%	4.9k	169.66	View chart
Intercontinental Exchange Common Stock (ICE)	0.8	$817k		5.2k	157.28	View chart
Conocophillips Common Stock (COP)	0.7	$801k	+5%	6.1k	132.00	View chart
Newmont Corp Common Stock (NEM)	0.7	$788k	+4%	7.3k	108.25	View chart
Gilead Sciences Common Stock (GILD)	0.7	$755k	+5%	5.4k	139.37	View chart
Walmart Common Stock (WMT)	0.7	$750k		6.0k	124.28	View chart
Meta Platforms Common Stock (META)	0.7	$735k		1.3k	572.13	View chart
Bank America Corp Common Stock (BAC)	0.6	$674k		14k	48.75	View chart
Citizens Financial Servs Common Stock (CZFS)	0.6	$657k		11k	61.26	View chart
Disney Walt Common Stock (DIS)	0.6	$600k		6.2k	96.38	View chart
Ishares Tr Exchange Traded Fund (IWR)	0.5	$580k	-2%	6.0k	97.23	View chart
Ishares Tr Exchange Traded Fund (IMCB)	0.5	$562k		6.7k	83.43	View chart
Ishares Tr Exchange Traded Fund (IJH)	0.5	$545k		8.1k	67.53	View chart
Ishares Tr Exchange Traded Fund (ITOT)	0.5	$541k	+38%	3.8k	142.43	View chart
Lazard Common Stock (LAZ)	0.5	$540k	+5%	13k	42.48	View chart
Pepsico Common Stock (PEP)	0.5	$539k	-10%	3.5k	155.29	View chart
Ishares Tr Exchange Traded Fund (IWB)	0.5	$496k	-5%	1.4k	356.56	View chart
Mondelez Intl Common Stock (MDLZ)	0.5	$495k	-12%	8.6k	57.64	View chart
At&t Common Stock (T)	0.5	$492k	-4%	17k	28.99	View chart
Bristol-myers Squibb Common Stock (BMY)	0.5	$487k	-2%	8.0k	60.65	View chart
Lilly Eli & Co Common Stock (LLY)	0.4	$472k		513.00	919.77	View chart
State Street Spdr S&p Midcap 400 Etf Tr Exchange Traded Fund (MDY)	0.4	$438k		710.00	616.76	View chart
Pfizer Common Stock (PFE)	0.4	$437k	-2%	16k	28.08	View chart
Rtx Corporation Common Stock (RTX)	0.4	$429k		2.2k	192.90	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$417k	+52%	1.3k	310.79	View chart
Honeywell Intl Common Stock (HON)	0.4	$411k	+22%	1.8k	226.03	View chart
Phillips 66 Common Stock (PSX)	0.4	$405k	-3%	2.2k	182.18	View chart
Dollar Gen Corp Common Stock (DG)	0.4	$401k		3.4k	118.73	View chart
Ishares Tr Exchange Traded Fund (IJR)	0.4	$387k		3.1k	124.31	View chart
Automatic Data Processing Common Stock (ADP)	0.4	$386k		1.9k	203.18	View chart
Marsh Common Stock (MRSH)	0.4	$380k		2.2k	173.45	View chart
Corteva Common Stock (CTVA)	0.3	$372k		4.4k	83.71	View chart
Ishares Tr Exchange Traded Fund (IEFA)	0.3	$359k	+12%	4.0k	90.53	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$357k	NEW	590.00	604.39	View chart
Vanguard Index Fds Exchange Traded Fund (VB)	0.3	$348k		1.3k	261.92	View chart
Zimmer Biomet Holdings Common Stock (ZBH)	0.3	$338k		3.7k	90.42	View chart
Wells Fargo Common Stock (WFC)	0.3	$328k	+2%	4.1k	79.61	View chart
Hershey Common Stock (HSY)	0.3	$315k	+9%	1.5k	207.89	View chart
Federated Hermes Common Stock (FHI)	0.3	$302k		5.3k	56.71	View chart
Oracle Corp Common Stock (ORCL)	0.3	$298k		2.0k	147.11	View chart
Accenture Plc Class A Common Stock (ACN)	0.3	$287k	NEW	1.4k	198.29	View chart
Vanguard Index Fds Exchange Traded Fund (VO)	0.3	$282k	+26%	983.00	287.18	View chart
Us Bancorp Del Common Stock (USB)	0.2	$266k		5.1k	52.01	View chart
Labcorp Holdings Common Stock (LH)	0.2	$261k	+15%	977.00	266.81	View chart
Alphabet Common Stock (GOOG)	0.2	$250k		872.00	286.86	View chart
Ishares Tr Exchange Traded Fund (IWS)	0.2	$244k	-4%	1.7k	145.74	View chart
Intel Corp Common Stock (INTC)	0.2	$243k	-3%	5.5k	44.13	View chart
Ishares Tr Exchange Traded Fund (IMCV)	0.2	$241k		2.8k	84.79	View chart
Community Financial System Common Stock (CBU)	0.2	$240k		4.1k	58.65	View chart
Cvs Health Corp Common Stock (CVS)	0.2	$222k	-3%	3.1k	71.82	View chart
Paypal Hldgs Common Stock (PYPL)	0.2	$208k	-2%	4.6k	45.23	View chart
Ishares Tr Exchange Traded Fund (SHY)	0.2	$204k		2.5k	82.57	View chart
Igc Pharma Common Stock (IGC)	0.0	$20k		75k	0.26	View chart

Past Filings by Lawood & Co

SEC 13F filings are viewable for Lawood & Co going back to 2025

Lawood & Co 2026 Q1 filed April 14, 2026
Lawood & Co 2025 Q4 filed Feb. 5, 2026

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